StockDriftsStockDriftsTop 50 Uptown Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.09% | 31.4K | $13.7M | +11.02%(+3.11K) | $67.27(+25.33%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 8.23% | 35.5K | $10.2M | +11.11%(+3.54K) | $66.70(+16.49%) | 2026-03-31 | |
| IJR | ISHARES TR | 8.06% | 80.2K | $10.0M | +9.19%(+6.75K) | $115.92(+19.15%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 7.41% | 161.9K | $9.2M | +11.34%(+16.49K) | $52.47(+14.29%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 6.35% | 100.2K | $7.9M | +10.24%(+9.30K) | $78.12(-0.15%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 5.92% | 156.1K | $7.3M | +9.01%(+12.90K) | $40.50(+27.47%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.79% | 47.9K | $4.7M | -0.99%(-477) | $85.66(+32.79%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.7% | 185.1K | $4.6M | +16.37%(+26.04K) | $20.39(+30.70%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 3.57% | 25.5K | $4.4M | +2.30%(+575) | $122.89(+37.71%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.35% | 53.7K | $4.1M | +4.46%(+2.29K) | $76.68(+0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.38% | +17.03% |
| Top 20 Holdings Unweighted | +6.68% | +21.42% |
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